It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How this tech is making people think twice about the AI boom, what DeepSeek did that is different and how this could affect all of Silicon Valley.

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Links:

China’s DeepSeek Tops iPhone Downloads and Spurs AI Selloff (Bloomberg)
The Short Case for Nvidia Stock (Jeffrey Emanuel)
DeepSeek R1’s bold bet on reinforcement learning: How it outpaced OpenAI at 3% of the cost (VentureBeat)
DeepSeek resets the board (Axios)
17 Thoughts About the Big DeepSeek Selloff (Bloomberg)

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Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)

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Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)